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Alliance Wealth Advisors (Utah)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83M Sell
15,373
-7,663
-33% -$876K 0.34% 40
2026
Q1 		$2.26M Sell
23,036
-6,873
-23% -$716K 0.49% 35
2025
Q4 		$3.19M Sell
29,909
-7,471
-20% -$792K 0.69% 33
2025
Q3 		$3.91M Sell
37,380
-396
-1% -$39.4K 0.92% 31
2025
Q2 		$3.6M Buy
37,776
+1,667
+5% +$143K 0.87% 33
2025
Q1 		$2.9M Buy
36,109
+1,193
+3% +$104K 0.76% 46
2024
Q4 		$3.07M Buy
34,916
+11,801
+51% +$1.02M 0.79% 40
2024
Q3 		$1.92M Buy
23,115
+645
+3% +$51.6K 0.5% 64
2024
Q2 		$1.8M Buy
22,470
+6,895
+44% +$515K 0.53% 58
2024
Q1 		$1.14M Buy
15,575
+834
+6% +$58K 0.34% 75
2023
Q4 		$959K Sell
14,741
-375
-2% -$23.1K 0.32% 78
2023
Q3 		$896K Buy
15,116
+955
+7% +$58.5K 0.33% 73
2023
Q2 		$864K Buy
14,161
+31
+0.2% +$1.78K 0.32% 76
2023
Q1 		$782K Buy
14,130
+178
+1% +$9.43K 0.31% 77
2022
Q4 		$707K Buy
+13,952
New +$726K 0.32% 79

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SPYG Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 33% in Q2 2026, selling an estimated $876K and leaving 15,373 shares worth $1.83M. The position accounts for 0.34% of the portfolio, ranked #40.

Alliance Wealth Advisors (Utah) first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.91M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 15,373 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.83M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 7,663 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $876K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.34% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #40 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.91M in Q3 2025.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.